AMEI vs VTI

AMEI vs VTI
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Quick Verdict

VTI has a lower expense ratio. VTI delivered stronger 1-year returns. VTI offers more diversification with 3,543 holdings.

Lower Fees: VTIHigher Returns: VTIMore Diversified: VTI

Side-by-Side Comparison

MetricAMEIVTIWinner
Expense Ratio0.76%0.03%
AUM$5M$666.9B
Dividend Yield0.00%1.07%
Holdings313,543
YTD Return+3.78%+13.14%
1Y Return+3.78%+22.35%
3Y Return (annualized)-+21.83%
5Y Return (annualized)-+12.01%
Volatility (annualized)-15.3%
Max Drawdown-95.0%-56.6%
Fund FamilyAmana Mutual Funds TrustVanguard (US)
CategoryEquityEquity
InceptionJun 24, 2026May 24, 2001

AMEI vs VTI Performance

Amana Equity Income ETF (AMEI) is a ETF from Amana Mutual Funds Trust and Vanguard Morningstar Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year AMEI returned +3.78% while VTI returned +22.35%. Year to date, AMEI is up 3.78% versus a gain of 13.14% for VTI.

Risk: Volatility and Drawdowns

The deepest peak-to-trough decline in our data was -95.0% for AMEI and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

Fees and Cost Over Time

AMEI charges 0.76% per year while VTI charges 0.03%. On a $10,000 position that is $76 vs $3 annually, a gap of $73 per year that compounds over a long holding period. On income, AMEI currently yields 0.00% against 1.07% for VTI.

Holdings Overlap

12.1%overlap

AMEI and VTI share 20 holdings out of 2798 unique holdings combined, representing a 12.1% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in AMEIWeight in VTIDifference
LLY10.60%1.40%9.20%
MSFT5.30%3.81%1.49%
AVGO4.60%2.46%2.14%
ROKProProPro
GWWProProPro
CSCOProProPro
ITWProProPro
JNJProProPro
JCIProProPro
TXNProProPro
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Frequently Asked Questions

Which is cheaper, AMEI or VTI?

AMEI has an expense ratio of 0.76% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $73 per year of difference.

Which performed better, AMEI or VTI?

Over the past year AMEI returned +3.78% vs +22.35% for VTI, so VTI leads on 1-year performance. Over the longest common window we track (3 years), AMEI annualized -57.25% vs +8.09% for VTI. Past performance does not guarantee future results.

What is the holdings overlap between AMEI and VTI?

AMEI and VTI share 20 common holdings with a 12.1% weight overlap. Combined, they hold 2798 unique securities.

Which pays a higher dividend, AMEI or VTI?

AMEI yields 0.00% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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